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iShares Core 60/40 Balanced Allocation ETF

64 hedge funds and large institutions have $161M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+20
Holders Change %
+45.45%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
24
Increased
21
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MAA
1
Managed Account Advisors
New Jersey
$41.9M 1,044,147 +1,044,147 New
HC
2
HHG & Company
Connecticut
$18.6M 463,322 +463,322 New
Bank of America
3
Bank of America
North Carolina
$17.2M 429,057 +359,580 +518%
PI
4
Placemark Investments
Illinois
$10.7M 266,925 +6,925 +3%
BIT
5
BlackRock Institutional Trust
California
$9.92M 247,316 +68,476 +38%
UBS Group
6
UBS Group
Switzerland
$8.59M 214,185 +214,185 New
CL
7
CPWM LLC
Washington
$8.02M 199,823 +199,823 New
LPL Financial
8
LPL Financial
California
$6.47M 161,147 +5,591 +4%
Morgan Stanley
9
Morgan Stanley
New York
$5.69M 141,881 +42,137 +42%
VFS
10
VSR Financial Services
Kansas
$2.71M 67,533 +9,429 +16%
JWM
11
Jackson Wealth Management
Florida
$2.37M 58,957 +58,957 New
CAN
12
Cetera Advisor Networks
California
$2.18M 54,229 -8,675 -14%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.98M 49,395 +5,181 +12%
LIA
14
LBMC Investment Advisors
Tennessee
$1.94M 48,279 +4,162 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.84M 45,715 +12,060 +36%
SCM
16
Stonehearth Capital Management
Massachusetts
$1.72M 42,835 +42,835 New
BW
17
Bison Wealth
Georgia
$1.7M 42,436 +42,436 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.45M 36,178 +14,768 +69%
MFS
19
Madrona Financial Services
Washington
$1.11M 27,725 +27,725 New
Citigroup
20
Citigroup
New York
$1.05M 26,275
EA
21
Efficient Advisors
Ohio
$1.05M 26,185 -444 -2%
Wells Fargo
22
Wells Fargo
California
$1.04M 25,818 +14,370 +126%
BWM
23
Braver Wealth Management
Massachusetts
$996K 24,837 +24,837 New
BRM
24
Boston Research & Management
Massachusetts
$956K 23,842 -40 -0.2%
NC
25
NewSquare Capital
Pennsylvania
$892K 22,226 -2,064 -8%